Welcome to the next round-up of the latest product improvements. No Easter egg hunt or April Fools — we’re happy to share all the new features from our recent (particularly major) product update!
This time, as we started rolling out the first features of Flowla Onboard, our main focus was on making your processes as hands-off as possible.
Let’s dive in!
Say hello to the Gantt chart view, a powerful tool designed to provide you and your clients with a comprehensive overview of your project timelines. You can now visualize your entire process, from start to finish, in a single glance. Whether you're tracking tasks, milestones, or deadlines, the Gantt chart view offers unparalleled clarity and insight into your project's progress.
Accessible directly from the summary page of every flow, the Gantt chart view helps you stay organized, prioritize tasks effectively, and keep everyone on the same page throughout the project lifecycle. Say goodbye to confusion and hello to seamless project management with our new Gantt chart view!
We're excited to introduce two significant updates to the action items in your flows:
Whether you're setting task due dates based on previous task completion or linking dates to the creation of the flow itself, using relative dates simplifies project planning and ensures that your tasks are always scheduled with precision.
This way, you can just create a template and the dates of all your tasks will be automatically set according to your relative rules.
With this update, we’re making your flow links easier to share and more on-brand. Say goodbye to lengthy, generic URLs and hello to custom flow URLs that reflect your brand identity and enhance the client experience.
Now instead of sending a link like this 👉 company.flowla.com/r/9d796cd8-e9d3-475a-82a9-0a81d46be1a5 you can customize the URLs like this 👉 company.flowla.com/acme-onboarding
Now available exclusively to the Team plan users, custom flow URLs allow you to personalize your flow links with ease. Whether you're sharing onboarding materials, sales presentations, or marketing collateral, custom flow URLs ensure that every interaction with your clients is branded, professional, and memorable.
Managing assets across multiple projects just got a whole lot easier with our new editing feature. Say goodbye to the hassle of updating assets individually in each flow – with just a few clicks, you can now replace an asset everywhere.
Here’s how it works:
Our intuitive interface makes it effortless to manage your content, ensuring that your collateral is always up-to-date and on-brand.
Understanding your clients is key to building strong relationships and driving success. That's why we're excited to introduce a new word cloud view in our account analytics report, designed to provide you with valuable insights into your contacts' titles at a glance.
To access this feature, go to 'Reports’ → ‘Account analytics’
By visualizing the most common titles within your target companies, the word cloud view enables you to identify key stakeholders, optimize your communication strategy, and ensure that you're engaging with the right people at the right time.
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That’s it for now for this month! As always, make sure to give all of the listed updates a try and let us know what you think about them!
Need a bit more handholding exploring the updates? Book some time with Delia, our Customer Success Manager, for a personal walkthrough.
And stay tuned for more updates!
P.S.: In case you missed the announcement, the waitlist for Flowla Onboard is live! Learn more about it and sign up to try Flowla Onboard before everyone else.
Your first 5 flows are free. No credit cards, no commitments.
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